StockDriftsStockDriftsTop 26 Planning Project LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 39.09% | 254.5K | $196.0M | new | $679.22(+13.06%) | 2026-06-30 | |
| IEFA | ISHARES TR | 18.27% | 914.2K | $91.6M | new | $88.88(+11.95%) | 2026-06-30 | |
| AGG | ISHARES TR | 12.34% | 634.8K | $61.8M | new | $99.94(-3.96%) | 2026-06-30 | |
| IJH | ISHARES TR | 8.82% | 587.2K | $44.2M | new | $66.39(+12.13%) | 2026-06-30 | |
| LQD | ISHARES TR | 6.34% | 299.3K | $31.8M | new | $110.53(-5.62%) | 2026-06-30 | |
| IJR | ISHARES TR | 5.7% | 197.8K | $28.6M | new | $121.38(+17.15%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 2.27% | 70.9K | $11.4M | new | $154.10(+7.72%) | 2026-06-30 | |
| VOO | VANGUARD SCOTTSDALE FDS | 1.7% | 12.1K | $8.5M | new | $619.76(+13.36%) | 2026-06-30 | |
| LIN | LINDE PLC | 1.34% | 13.7K | $6.7M | new | $450.70(+3.44%) | 2026-06-30 | |
| VEA | VANGUARD SCOTTSDALE FDS | 0.8% | 55.0K | $4.0M | new | $62.28(+16.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +0.00% |
| Top 20 Holdings Unweighted | — | — | — | — | +0.00% |
Planning Project LLC reports $501.36M in US-listed equity holdings across 26 positions in its most recent 13F filing. Its largest disclosed positions are IVV (39.1%), IEFA (18.3%) and AGG (12.3%). The top 20 holdings account for 99.49% of reported assets. Its disclosed equity book has returned +0.00% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Planning Project LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2052480). View Planning Project LLC’s 13F filings on SEC